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FEBRUARY 7, 2013 11:33 A.M.

Macau investor wrote:

Unless you are in the inner sanctum of the Chinese government, knowing whether a "crackdown" will come or not is a coin toss...but I love how all the analysts can say with certainty there is no risk...especially when well established bodies such as the US Department of State in their 2012 International Narcotics strategy report has flagged Macau as a country with (ahem) greyness shall we say.

And yet all analysts can say the sell off is "overdone"...without explaining deinitively why a crackdown won't come

FEBRUARY 7, 2013 11:47 A.M.

Columbus wrote:

Hah...yes...what about this one..."Nomura’s Harry Curtis, meanwhile, noted that U.S. gambling companies do a good job of investigating junket operators, due to the “value of their concessions and U.S. licenses.”

Have we forgotten the DoJ and SEC investigations that are ongoing???

FEBRUARY 11, 2013 12:25 P.M.

LVS Investor wrote:

A very good article Ben and the we all know the SEC and DoJ will investigate all complaints against gaming companies and they find nothing as LVS, Wynn and MGM run clean and honest casinos.

The casinos do a good job of investigating junkets as common sense will tell you that Macau is a gold mine and neither LVS, Wynn or MGM need to squeeze in a few extra bucks by looking the other way.

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Emerging markets have been synonymous with growth, but the outlook for individual nations is constantly changing. Countries from Brazil and Russia to Turkey face challenges including infrastructure bottlenecks, credit issues and political shifts. Barrons.com’s Emerging Markets Daily blog analyzes news, data and research out of emerging markets beyond Asia to help readers navigate the investment landscape.

Barron’s veteran Dimitra DeFotis has been blogging about emerging market investing since traveling to India and Turkey. Based in New York, she previously wrote for Barron’s about U.S. equity investing, including cover stories and roundtables on energy themes. Dimitra was among the first digital journalists at the Chicago Tribune and started her career as a police reporter at the Daily Herald in the Chicago suburbs. Dimitra holds degrees from the University of Illinois and Columbia University, where she was a Knight-Bagehot Fellow in the business and journalism schools. She studies multiple languages and photography.